品玩5月30日讯，据科创板日报报道，英伟达CEO黄仁勋今日表示，公司供应链将力求多元化，H100是由台积电代工生产，部分产品也由三星代工生产，并即将开放委托英特尔代工。
此前有消息称，英伟达几乎垄断目前最红的AI GPU市场，获益最大，其次为独拿晶圆代工订单的台积电。
而A100/A800/H100的系统代工为纬创及鸿海，目前订单约各半，不过下半年代工比重将有所调整，顶级高毛利H100目前鸿海约占6成，下半年将拉升至9成，而A100则是纬创为主；A800的鸿海代工比重也由4成逐季降至1成。
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在这里，听见你曾经的故事
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小红书：小D就是我
抖音号：52915017
